Position in TAC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,921
-$20,374 QoQ
Shares Held
223
-87.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TAC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026Blue Trust, Inc. holds $1,092,632 across 6 Utilities - Independent Power Producers names. TAC ranks #6 (0.3% of the industry book) .
All Filings in TAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,921 | 223 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $23,295 | 1,843 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $4,593 | 336 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,625 | 336 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,041 | 1,074 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $12,140 | 858 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $187,142 | 18,064 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $29,997 | 4,237 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $1,838 | 286 | Shares | Defined | 2024-05-01 | |
| 2022-12-31 | $197 | 22 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $167 | 19 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||